See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,836 | $129,942-80.1% | $104,294-75.2% | $134,475-80.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | 42.03%-56.0pp | 24.61%-38.5pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,099 | $4,184-49.8% | $3,372-37.7% | $4,740-55.7% |
| Participant deferral / active EE | $3,122 | $5,588-44.1% | $4,625-32.5% | $6,400-51.2% |
| Admin fee / account holder | $298 | $9,323-96.8% | $7,339-95.9% | $11,426-97.4% |